General Catalyst Group Management
CAMBRIDGE, MAfiles as General Catalyst Group Management, LLC
$189m in 14 US stocks at the end of 30 June 2026. The top 10 are 99.0% of the money. It changed about 45.9% of the portfolio this quarter.
Value
$189m
Stocks
14
Top 10 share
99.0%
Turnover
45.9%
What changed this quarter
New
Bought for the first time this quarter.
- Parabilis MedicinesPBLS23.2% of the fund
- Odyssey TherapeuticsODTX8.0% of the fund
- DoorDashDASH0.3% of the fund
- CarvanaCVNA0.2% of the fund
Added
Bought more of a stock they already held.
- CoupangCPNG0.5% of the fund+49%
- Amazon.comAMZN0.5% of the fund+50%
- Meta PlatformsMETA0.4% of the fund+101%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
- SamsaraIOT-100%
- GitlabGTLB-100%
Holdings
- Parabilis MedicinesPBLS
- Share
- 23.2%
- Value
- $44m
- Shares
- 1,600,937
New
- Odyssey TherapeuticsODTX
- Share
- 8.0%
- Value
- $15m
- Shares
- 810,272
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| ArriVent BioPharmaAVBP | 27.5% | $52m | 1,494,786 | Held |
| Parabilis MedicinesPBLS | 23.2% | $44m | 1,600,937 | New |
| MaplebearCART | 17.9% | $34m | 710,711 | Held |
| Maze TherapeuticsMAZE | 16.4% | $31m | 1,035,910 | Held |
| Odyssey TherapeuticsODTX | 8.0% | $15m | 810,272 | New |
| Eikon TherapeuticsEIKN | 2.1% | $4m | 305,233 | Held |
| Fractyl HealthGUTS | 2.1% | $4m | 4,884,186 | Held |
| Ethos TechnologiesLIFE | 0.7% | $1m | 74,179 | Held |
| CoupangCPNG | 0.5% | $949,739 | 54,677 | +49% |
| Amazon.comAMZN | 0.5% | $925,236 | 3,882 | +50% |
| Meta PlatformsMETA | 0.4% | $743,543 | 1,320 | +101% |
| DoorDashDASH | 0.3% | $525,911 | 2,850 | New |
| CarvanaCVNA | 0.2% | $425,526 | 6,465 | New |
| FigmaFIG | 0.1% | $268,546 | 14,845 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 95.6% since 30 June 2025.
Where the money is
Health care79.4%
Everyday goods17.9%
Retail & consumer1.5%
Financial services0.7%
Media & telecom0.4%
Technology0.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.